5 Tech Executive Insights On The Future Of Cloud
CIODIVE, Friday, September 12th, 2025
Generative AI is broadening the cloud customer base beyond IT as enterprise adoption efforts accelerate, executives said Tuesday at a Goldman Sachs conference.
As organizations integrate generative AI across business functions, vendors are pouring billions of dollars into the infrastructure needed to support high-capacity workloads. The spending blitz is reshaping the cloud from the ground up.
Investments in data center semiconductors, servers and storage components grew 44% year over year to nearly $80 billion during the second quarter of 2025, according to research published Thursday by Dell'Oro Group. The firm expects elevated growth to persist through the second half of 2025, driven by hyperscaler infrastructure buildouts pushed data center spend to over $450 billion last year.